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Perform a Server Move for Junxure These instructions are the recommendations for IT personnel on how to perform a Server Move for the Junxure Database. Junxure Tech Support understands every environment is different so these instructions are the essential steps to complete this task on your own. If you have any issues, please contact Junxure Tech Support at support@junxure.com or 866.586.9873, Option 1. * NOTE: When the (#) appears in the document, this indicates that this is part of Junxure’s standard setup. Your environment may

differ slightly and that’s ok. Just be aware that file and folder locations, AD Group Names, or even .Net versions for example, may

vary between our document and your environment. If what we suggest from our process differs from your setup, make a note of it.

That way if a problem occurs later on, we can revisit it and possibly make adjustments on the fly to get you back on Track.

Overview

Steps to Perform on OLD Server ......................................................................................................................................... 2

❑ Verify all users are out of the Junxure ....................................................................................................................... 2

❑ Run a backup of the Junxure database ...................................................................................................................... 3

❑ Return to SQL Server Management Studio and detach the database. ..................................................................... 5

❑ Stop the Junxure Service ........................................................................................................................................... 6

❑ On the New Server..................................................................................................................................................... 7

❑ Copy Files to the New Server ..................................................................................................................................... 8

On the New Server .............................................................................................................................................................. 9

❑ Create the Junxure Instance for SQL ......................................................................................................................... 9

❑ SQL Server Configuration Manager ......................................................................................................................... 14

❑ Attach the MDF database file .................................................................................................................................. 15

Additional Notes ............................................................................................................................................................... 18

❑ Perform on OLD Server after all files Transfer Over ................................................................................................ 18

❑ Enable Junxure Service ............................................................................................................................................ 19

Please Note: The instructions below are general and may vary depending on client environments. Verify your new

server has the following requirements for SQL Server:

▪ .Net 3.5 SP1 (#) – Can be a newer version.

▪ Windows Installer 4.5

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Steps to Perform on OLD Server

❑ Verify all users are out of the Junxure

To perform a server move you must login to the new server and the old server as the database owner (Database

Owner). To determine the database owner of your Junxure database launch SQL Server Management Studio and login to

the Junxure Instance. Expand Databases and right click on Junxure, select the properties. In the General screen, the

Database Owner should be listed (Domain\Username). Verify your windows login user and the Database Owner match.

If you are logged in as Database Owner proceed. If not, logout and login as The DBO.

(#) – Server name may not always be ‘ServerName\Junxure’

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❑ Run a backup of the Junxure database

Expand Databases, right-click on the Junxure database and select to Tasks > Backup. Under Destination set this

to Disk.

If a backup is listed in the destination area of the backup database window, click remove.

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Once removed, click the Add button. Under the section Destinations on Disk click the icon directly to the right of the

“File name”. Choose the location to store the backup. Name the file and click OK to close the file browse window and

then click OK to execute the backup. When it is complete, click OK and return to SQL Server Management Studio. See

screenshots below for details.

①

⑤ ④

③

②

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NEXT: The Junxure database is typically saved under the JunxureData\JXSQLData folder on your server. (#) – Not all

databases are located in this folder location. Some are located on the C: drive in the Microsoft SQL folder structure.

You can verify the MDF location by right-clicking on the Junxure database within SQL and click properties. Click Files on

the left navigation pane and note the Path in the grid located under the section Database Files. See screenshot below

❑ Return to SQL Server Management Studio and detach the old database.

Right-click on the Junxure database within SQL and navigate to Tasks > Detach.

Check the box under Drop Connections. Click OK. This will remove the database from within SQL.

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❑ Stop the Junxure Service

Click the Start Menu and open the Control Panel. Click on the Administrative Tools and open the Services.msc program.

In Services, scroll down the list to the SQL Server (Junxure) row and disable the service for the Junxure instance by right-

clicking and select Stop in the drop-down menu.

Right-click the ‘SQL Server (Junxure)’ service again and click properties. Under Properties > General > Startup Type,

select Disabled and click OK.

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❑ On the New Server

Create the JunxureData folder where you want to house all the Junxure data files and folders on the desired hard disk.

Right-click on the JunxureData folder and select Properties. Select the Sharing tab, under Network File and Folder

Sharing, click on the Share button. In the File Sharing window, select the drop-down menu and choose Everyone, click

Add. Change the Permission Level for Everyone to Read/Write.

Next, click the Security tab. Select who has rights to make changes on the folder. In the Group or user names window,

click edit, in the Permissions for JunxureData window select the same Group or user name, click the check box for Allow

on the Modify row and Full Control row. Click Apply> OK> and then OK on the JunxureData Properties window.

NOTE: Best practice is to only share the folder with the users who would need access to it. If on a domain, it would be

best to Share and set Security for Domain Users instead.

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❑ Copy Files to the New Server

From the old server, navigate to the JunxureData share on the new server. On the old server, open the OLDJunxureData

folder and place the windows side-by-side. On the new server, in the JunxureData folder, create two folders titled:

Junxure and JXSQLData.

NOTE: If you need assistance with obtaining access to the new server from the old server, please contact your IT.

Start with copying the JXSQLData folder. This folder usually houses the Junxure MDF and LDF files for Junxure. Refer to

the location from the Junxure Database Properties with the path to where the Database is located on the server.

If the MDF and LDF files are located elsewhere, copy and paste the files manually onto the new server into the

JXSQLData folder or whichever folder you prefer.

After the MDF and LDF files finish transferring, begin copying other folders over. Refer to the chart below to help guide

you with a suggested order of the files to transfer.

NOTE: Not all of these folders may exist, or there may be others that are not listed in the table provided. Go ahead and

push them all over to the new server, including any miscellaneous files.

Transfer first Transfer second (Less than 3GBs) Transfer last (4+ GBs of Data)

MDF File LDF File

Junxure\MergHist Folder Junxure\PDFDropbox Folder Junxure\Templates Folder Junxure\Doc Folder Junxure\Data Folder Junxure\InstallCode Folder Junxure\PDF Folder Junxure\AssetImports Folder Junxure\CVOutput Folder** Junxure\PPT Folder Junxure\Upgrade Folder Junxure\XLS Folder Any other files or folders under the JunxureData Folder **May not exist in your JunxureData folder.

Junxure\Backup Folder Junxure\Email Folder Junxure\Company Files Folder

Note: See the table below for

best practice tip on faster results

for transferring folders.

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On the New Server

❑ Create the Junxure Instance for SQL

To locate the SQL 2012 Download Center page, use the link below. To download the file, use the URL below. https://www.microsoft.com/en-us/download/details.aspx?id=29062

You will end up at this page on the Download Center, choose the Download button:

Scroll down the list and depending on your server environment, choose one of the following downloads to install.

(#) – To identify if your system is x64 or x86, click Start > Right-click Computer > Select Properties in the menu > In the System

Information verify the System Type. If it’s 64-Bit Operating System (Like screenshot below) download x64 SQL. If it’s a 32-bit

Operating System, download x86 SQL.

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Launch the file that was downloaded. It will begin to extract files.

After extraction, the SQL Server Installation Center will open. Click on the link for: New SQL Server Stand-Alone

Installation or Add Features to an Existing Installation.

Accept the License Terms and click Next.

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At the Feature Selection step, under the Instance Features select: Database Engine Services. Under Shared Features

select: Management Tools – Basic. SQL Client Connectivity SDK should already be selected. Click Next.

(#) – If Full SQL is being installed, this list will be much longer. Our minimum requirements for installation are below and they

should be listed and available to select.

At the Instance Configuration step, select the Named Instance radio button and type JUNXURE in the field. The Instance

ID field should automatically populate JUNXURE. Click Next.

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At the Server Configuration step, there are two steps on this page. Under the Service Accounts tab at the Service: SQL

Server Database Engine, Select NTAuthority\System under Account Name Column and select Automatic as the Startup

Type. In the SQL Server Browser, verify that NTAuthority\Local is selected and startup type is Automatic. Click Next.

At the Database Engine Configuration step in the Account Provisioning Tab, verify that the Windows authentication

mode radio button is selected. Click Add Current User button at the bottom of that page. Verify the Admin or

Administrator account is added. Click Next.

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At the Error and Usage Reporting page, do not select either of these options. Click Next.

The Installer will collect the files and begin the install of the components.

It can take more than 10 minutes to install if it has other components that need to be installed. It should state that the

server install is complete.

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❑ SQL Server Configuration Manager

Once the SQL installation is complete, go to Start > Programs > Microsoft SQL Server 2012 > Configuration Tools > launch

the SQL Server Configuration Manager.

Expand the SQL Server Network Configuration and select the Protocols for JUNXURE. Verify that "Named Pipes” and

"TCP/IP" are both enabled. If they are not right click on each one and select "Enable". Click OK on the popups that

appear.

Next, select SQL Server Services on the left navigation and restart the Junxure SQL service: SQL Service (JUNXURE) in the

list on the right.

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❑ Attach the .MDF database file –OR – Restoring a .BAK file

At this step, you have to evaluate and make a choice. If you are making a domain change during your server move, you

must restore a .BAK file, the one you created back on page 3-4. If you are not changing domains, you can choose to

Attach a Database or Restore a .BAK file.

Launch SQL Server Management Studio. Start Menu > Microsoft SQL Server 2012 > SQL Server Management Studio.

Attach the .MDF database file Restoring a .BAK file Open up SQL Management Studio and log into the Junxure instance. Right-click on Databases and select attach.

Click on the Add button and browse out to the JunxureData\JXSQLData folder or the location where you placed the MDF file and select the Junxure_Data.mdf file. (#) – Be aware that the .MDF file may be named differently. This is our standard Database name.

Open up SQL Management Studio and log into the Junxure instance. Right-click on Databases and select Restore and select Database…

Verify your .BAK file has been transferred from the old server to the new server.

Classic Windows Start Menu

Or

Windows Server 2012 style Start Menu

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Select the .MDF file in the Locate Database window.

under the “Junxure” Database Details, highlight the MDF file and click on add catalog button (the … button in the Current File Path column) and verify the location of the MDF file by browsing to it. Repeat this process with the LDF file in the “Junxure” Database Details.

Click on the … Brows button.

Select File as the Backup Media Type and click Add button.

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Click OK and the Junxure Database should be attached in SQL. Verify by expanding the Junxure Database and then expanding the Tables. Also verify the DBO by right clicking on the Junxure Database and select properties.

Browse for your .BAK file and click ok. Click OK on the Select Backup Devices window.

In the Options menu, select the checkbox for Overwrite the existing database (WITH REPLACE). Then click ok and the databse will begin to restore.

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Additional Notes

❑ Perform on OLD Server after all files Transfer Over

From the Start Menu, open up My Computer and navigate to the JunxureData folder on the server.

Right-click on the JunxureData folder and select Properties.

In the Sharing tab, stop sharing the JunxureData folder. After the share has been removed, right-click on the

JunxureData folder and rename it OLDJunxureData.

You will proceed to the next document in the Server Move folder provided to install Junxure correctly on your server.

########### End of Document ############

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Other Notes:

❑ Enable Junxure Service

Go to the Start Menu and open Services.msc by selecting Run or type in the Search Programs and Files field in

the Start Menu.

Open Services.msc by double clicking on the icon, scroll down the list in Services to the SQL Server (Junxure) row

and right click on it and select Start or Restart in the drop down menu.

Wait for the progress bar to finish and close Services.msc.